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Why we started StratiFi

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Akhil Lodha | November 9

Markets hate uncertainty. Just consider the surprise outcome of the Brexit vote earlier this summer or even the U.S. presidential election more recently. In the face of uncertainty, equity markets may sell-off aggressively, often to be followed by sharp reversals.

Many investors simply cannot stomach this type of volatility. The advisors we speak with have confirmed that this is the number one concern of their clients. Unfortunately, a high degree of uncertainty and elevated volatility may be here to stay. Who knows what will be the next geopolitical event to roil markets. Will your clients be prepared?

This reality is at the heart of why we created StratiFi. Advisors are looking for creative solutions to help them address new-world challenges and, more importantly, cement client relationships. And in order to be effective, these solutions must be easy to implement and intuitive to clients.

This is where StratiFi can help. We are a tech company, but we are acutely focused on financial services and specifically risk management. StratiFi aims to revolutionize portfolio construction and investment management beyond Modern Portfolio Theory by building technology that allows advisors to easily integrate options overlays into their business without significant prior experience. We are backed by premier venture capital to deliver on our mission of turning volatility into an asset class as common as stocks and bonds. Our team has over 50 years of collective experience working with options trading, systematic investment management, and software development.

To put it more simply, we help your clients protect what they value. Our overarching mission is to help advisors deliver better investment outcomes to clients through effective risk management by complementing their existing allocations with options overlay strategies. Although managing volatility is central to what we do, it’s important to emphasize that our options overlay strategies can also help dial in more appropriate equity exposure and hedge concentrated stock positions…but we’ll get more into all that later.

Going forward, we’ll use this space to opine on market events and articulate exactly how StratiFi can help solve some of your vexing real-world problems like helping extend the longevity of retired client portfolios. We’ll try to keep these posts short, educational and informative, though allow us to voice an occasional opinion now and again.